Allworth Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.3K | Buy |
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|
2025
Q1 | $16.7K | Buy |
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|
2024
Q4 | $17.1K | Buy |
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|
2024
Q3 | $8.6K | Sell |
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|
2024
Q2 | $8.59K | Buy |
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|
2024
Q1 | $5.63K | Buy |
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|
2023
Q4 | $3.12K | Buy |
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|
2023
Q3 | $2.48K | Buy |
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|
2023
Q2 | $1.33K | Sell |
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|
2023
Q1 | $2.23K | Buy |
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|
2022
Q4 | $2.16K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $37K | Hold |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $94K | Hold |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $61K | Hold |
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|
2017
Q4 | $47K | Hold |
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|
2017
Q3 | $51K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $42K | Buy |
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